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Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
4051
Waller Financial Planning Group
Ohio
$375K +$587 +1 +0.2%
AWM
4052
Abound Wealth Management
Tennessee
$374K +$18.2K +31 +5%
1WM
4053
1900 Wealth Management
Texas
$372K +$123K +209 +49%
CAM
4054
Columbia Asset Management
Michigan
$371K -$20.5K -35 -5%
T
4055
Tidemark
California
$371K +$24.7K +42 +7%
FWM
4056
Fonville Wealth Management
Virginia
$370K +$7.04K +12 +2%
AGA
4057
Arkos Global Advisors
Texas
$367K – – –
MFG
4058
Mosaic Financial Group
Illinois
$367K +$367K +626 New
KCM
4059
Kaye Capital Management
California
$366K -$29.3K -50 -7%
YCG
4060
Yeomans Consulting Group
Georgia
$366K +$51.1K +87 +16%
PFA
4061
Pettinga Financial Advisors
Indiana
$364K +$587 +1 +0.2%
OFO
4062
OneAscent Family Office
Alabama
$364K +$365K +622 New
PCM
4063
Presidio Capital Management
California
$364K -$23.5K -40 -6%
ACGA
4064
Atlanta Consulting Group Advisors
Georgia
$364K -$2.02M -3,447 -85%
MA
4065
MAS Advisors
Florida
$363K +$1.76K +3 +0.5%
SCM
4066
Sollinda Capital Management
Florida
$362K -$32.3K -55 -8%
WCM
4067
Winthrop Capital Management
Indiana
$362K +$126K +214 +54%
AGP
4068
Aspire Growth Partners
Florida
$362K +$362K +617 New
PIFP
4069
Partners in Financial Planning
Virginia
$361K -$24.1K -41 -6%
SWA
4070
ShankerValleau Wealth Advisors
Illinois
$361K +$362K +617 New
WHCI
4071
W.H. Cornerstone Investments
Massachusetts
$360K +$91K +155 +34%
VFP
4072
Verus Financial Partners
Virginia
$360K -$24.1K -41 -7%
SAA
4073
Southeast Asset Advisors
Georgia
$360K -$9.98K -17 -3%
UWP
4074
Uniting Wealth Partners
Kansas
$359K +$360K +613 New
HP
4075
Haven Private
Florida
$358K +$359K +612 New
161 162
163
164 165